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Quick Campaigns: create Phone calls with personali

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Andy View Drop Down Member Member

Joined: July 04 2017
Location: Gent
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    Posted: February 08 2018 at 12:28am

I have a question concerning quick campaigns.

When we create a quick campaign to create phonecall activities for a list of contacts, we would like the name (or phonenumber) of the contact in the subject (or body) of the phonecall.
The reason why we want this, is because a phonecall is created in Outlook as task, and if we can't add the name of a contact in the subject, an user cannot see who he has to call without using CRM.
This is because the "regarding" field is linked to the quick campaign and not to the contact in every task.

So is there a way to define some parameters (f.e. {Contact:Full Name}) in the subject of body of a phonecall when creating a Quick Campaign, which the process to create the phone calls will replace with the actually names of the contacts?

We use Dynamics CRM 2015 (on premise).

Thanks in advance!

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